Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 174 U.S. retirement plans report holding MFS: Mid Cap Growth Fund in their Schedule of Assets, totaling $194.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $30.8M |
| 2 | SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN | CHARLESTON SC | 10,624 | $1.2B | $18.9M |
| 3 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN |
ADA OK |
| 8,384 |
| $382.9M |
| $12.5M |
| 4 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $10.9M |
| 5 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $10.6M |
| 6 | ARMSTRONG WORLD INDUSTRIES INC SAVINGS AND INVESTMENT PLAN OF ARMSTRONG WORLD INDUSTRIES, INC. | LANCASTER PA | 2,882 | $526.2M | $9.2M |
| 7 | TRUSTEES OF LOCAL 219 ANNUITY FUND PLUMBING AND PIPE FITTING INDUSTRY LOCAL 219 ANNUITY FUND | CANFIELD OH | 456 | $40.0M | $7.3M |
| 8 | SMART MODULAR TECHNOLOGIES, INC. SMART MODULAR TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | NEWARK CA | 889 | $217.5M | $5.4M |
| 9 | CENTRAL STATES MANUFACTURING, INC. CENTRAL STATES MANUFACTURING, INC. 401(K) SAVINGS PLAN | TONTITOWN AR | 1,124 | $33.4M | $4.7M |
| 10 | UNITED HEALTH SERVICES, INC. UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN | JOHNSON CITY NY | 7,279 | $391.3M | $4.3M |
